Charles Pettit, a seasoned Chartered Financial Consultant®, has over 30 years of experience providing prudent financial guidance. He specializes in uncovering and minimizing unnecessary wealth transfers in areas like mortgages, taxes, and investments. Charles emphasizes the importance of preserving wealth throughout one's lifetime.Through education, investigation, and creation, Charles is committed to providing you with a lifetime financial strategy for creating, building, and optimizing your wealth.